Find anything in Microsoft SharePoint and keep it filed

Ideas to put to work

Your firm's past work, searchable and organized around each client.

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  Answers from every past engagement

  Ask a question and Sofia searches your libraries, reads the relevant files and answers with sources, so past work shapes the next engagement.

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  Client folders ready when the deal closes

  When a deal is won in HubSpot, Sofia creates the client's folder structure in SharePoint and adds the engagement to your client list, with your approval.

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  Engagement tracker as a SharePoint list

  Sofia reads project and task status in Asana and updates a list item for each engagement, giving partners one current view of delivery.

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  Permissions review for client files

  Sofia reads sharing permissions across your sites and lists client folders shared outside the firm, so a partner can decide what to close.

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  Email attachments filed by client

  Sofia downloads attachments from client emails in Outlook and uploads them to the right client folder, so the file is where the team looks.

Works well with

• HubSpotCRM and marketing platform for growing businesses
• AsanaWork management for projects and tasks
• Microsoft OutlookMicrosoft's email and calendar
• Microsoft WordWord processor for letters, reports and contracts
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• Microsoft OneDriveMicrosoft's cloud file storage for individuals and teams
• Google DriveGoogle's cloud file storage and sharing